Tax Planning, Structuring & Advisory
We work with clients to determine the nature of transactions involved and then to plan strategies and structures that will optimise tax planning opportunities. Some tax planning areas we have covered for clients include, small business capital gains tax concessions, structuring new entities, restructuring businesses and entities groups and opportunities around marriage breakdown and retirement.
We also, provide clients with tax advice related to particular transactions, such as the FBT, GST and income tax.
Tax planning is not limited to complicated arrangements or multifaceted transactions. Tax planning involves arranging your affairs so as to comply with tax law at the lowest possible tax rate. It involves assessing the tax risks and actively managing that risk.
Tax payers considering even common transactions should give proper consideration to tax planning to ensure there are no unfavourable tax consequences.
Benefits of Tax Planning
Benefits of tax planning exist in various situations particularly where:
- overall structure of the business or family group is being reviewed due to change in circumstances
- there is is a change in ownership or additions or removals of entities in the group
- businesses or individuals need to consider the best structure for a proposed transaction, project or asset acquisition
- a business or individual is likely to achieve a large taxable income for a particular year of income
- there is a change in personal circumstances, eg. Marriage, marriage breakdown, retirement, moving to or from Australia, etc.
- an individual is preparing for their estate or succession planning
How can we assist?
As tax advisors we can review your proposed transactions or desired outcomes and advise you on the opportunities available within the tax law that will give you the optimal benefit by minimising your tax costs.
With constant changes to legislation our team of advisors have regular training both in-house and externally and regular up dates to ensure they are abreast of the current legislation.
Contact us today to discuss your tax planning or advisory requirements.
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